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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,737 | $52,682+19.1% | $78,004-19.6% | $64,097-2.1% |
| Participation rate | 36.8% | 47.7%-10.9pp | 69.4%-32.6pp | 55.2%-18.3pp |
| Annual return | 16.82% | 22.45%-5.6pp | 31.07%-14.2pp | 34.64%-17.8pp |
| Employer contribution / active EE | $1,042 | $1,323-21.2% | $2,469-57.8% | $1,891-44.9% |
| Participant deferral / active EE | $1,844 | $2,346-21.4% | $4,092-54.9% | $3,080-40.1% |
| Admin fee / account holder | $7,481 | $5,420+38.0% | $7,578-1.3% | $3,454+116.5% |